WealthPlan Investment Management’s InvenTrust Properties IVT Stock Holding History

WealthPlan Investment Management’s Portfolio IVT Stock Details IVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$456K	Buy	+15,050	New	+$409K	0.03%	262

Other funds holding IVT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthPlan Investment Management's IVT Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in InvenTrust Properties (IVT) in Q1 2022: 15,050 shares worth $456K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings.

212 funds tracked by Wall St. Rank hold IVT as of Q1 2022.

WealthPlan Investment Management held 15,050 shares of InvenTrust Properties worth $456K as of Q1 2022.
InvenTrust Properties was a new WealthPlan Investment Management position in Q1 2022.
InvenTrust Properties made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2022, its #262 holding.
212 funds tracked by Wall St. Rank held InvenTrust Properties as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.